Put your money to work for you, today.

Everybody needs a financial plan. Let a Westminster Savings Financial Planner help.

  • We learn about you and your goals.
  • We provide expert plans and strategies.
  • We have the products your plan needs.
  • We're here to help you stay on course.

Start with a free, confidential, no obligation assessment.

All you have to do is tell us how to contact you and we'll schedule an appointment for you with one of our experts.

How do you know if you need a Financial Planner?

Consider talking to one of our experts if you're thinking (or worrying) about:


Meet our team of experts

We have an experienced and professional team of Financial Planners throughout the lower mainland to help you.

David Badley

Certified Financial Planner

Phil Bourque

Certified Financial Planner

Brian Elson

Certified Financial Planner

Colette Eng

Certified Financial Planner

Shannon Erickson

Certified Financial Planner

Trevor Gatson

Certified Financial Planner

Mark Hepplewhite

Certified Financial Planner

Paulo Moulatlet

Certified Financial Planner

Geoff Pomper

Financial Planner

Charlene Wallis

Certified Financial Planner


Meet some of our members

See how we've helped some of our members with their personal and business finances over the years.

Let's talk about your needs and how we can work together to start or improve your financial plan.

Call us at 604-517-0100, visit any of our locations, or contact us online.